Aramis PerezCRD Number: 5405685
Current Firm: Unionbanc Investment Services, LLC
Aramis Perez (CRD# 5405685) is an Investment Advisor Representative working at Unionbanc Investment Services, LLC in Irvine, CA and has over 10 years of experience in the finance industry.
Dorman Skorheim Wealth Management LLC
Jst Investment Consulting
Rs Crum Inc.
|Unionbanc Investment Services||Irvine, CA||Apr 2012 - Current||5|
|Jpmorgan Chase Bank Na||Rancho Santa Margarita, CA||Jul 2009 - Apr 2012||2|
|Chase Investment Services Corp||Rancho Santa Margarita, CA||Jul 2009 - Apr 2012||2|
|Pruco Securities, LLC||Irvine, CA||Jul 2007 - Jul 2009||2|
|Cornerstone||Irvine, CA||Apr 2006 - Aug 2007||1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 2007|
|S66||NASAA Uniform Combined State Law Examination||Jul 2011|
Total Assets Under Management773MILLIONS
Total Number of Accounts3,196ACCOUNTS
Average Account Value$241,970
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
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